Private Client Tax Semi Senior
Private Client Tax Semi Senior

Private Client Tax Semi Senior

Full-Time 35000 - 42000 £ / year (est.) No home office possible
Pro-Tax

At a Glance

  • Tasks: Prepare personal tax returns and support advisory work for diverse clients.
  • Company: A top-50 practice in Newbury with a collaborative and supportive culture.
  • Benefits: Competitive salary, work-life balance, and professional development opportunities.
  • Other info: Join a team that values diversity and supports your unique journey.
  • Why this job: Escape rigid hierarchies and grow in a role that values your ideas and contributions.
  • Qualifications: ATT qualification or working towards CTA; strong personal tax knowledge required.

The predicted salary is between 35000 - 42000 £ per year.

Looking for a role where you can build deeper client relationships, get involved in advisory work, and progress within a well-established firm? A growing top-50 practice in Newbury is looking to welcome a Personal Tax Semi Senior into their collaborative and down-to-earth team. This isn't just a compliance-heavy role - it's a chance to broaden your experience and step into more interesting, value-added work.

You’ll be supporting managers and directors across a diverse portfolio of personal tax clients, including high-net-worth individuals, entrepreneurs, and business owners. Alongside your day-to-day responsibilities, you’ll have the opportunity to get stuck into tax planning and support on more complex advisory matters.

If you're looking to escape the rigid hierarchy and find a team that supports growth and ideas - this could be the right next step.

The role will include:

  • Preparing personal tax returns for a wide variety of clients
  • Helping identify tax planning opportunities and supporting advisory work
  • Liaising with HMRC and clients directly
  • Managing deadlines and organising your workflow
  • Collaborating with the wider tax and accounts teams
  • Coaching more junior colleagues when needed

The ideal candidate will have:

  • ATT qualification and/or be working towards CTA (QBE also considered)
  • Strong personal tax knowledge and a solid compliance background
  • Experience with HNWIs, sole traders, and partnerships
  • Confidence in managing deadlines and client communications
  • An interest in developing broader advisory experience

Why this role stands out:

This is a firm that genuinely values work-life balance, professional development, and building long-term careers. You'll be trusted to do good work, encouraged to grow, and supported by experienced mentors who want you to succeed.

If you're a Personal Tax Semi Senior based near Newbury and ready for more scope, more responsibility, and a more human approach to practice life - we'd love to hear from you.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

Private Client Tax Semi Senior employer: Pro-Tax

Join a top-50 practice in Newbury that prioritises work-life balance and professional growth, offering you the chance to engage in meaningful advisory work while building strong client relationships. With a collaborative culture and supportive mentors, this firm is dedicated to your success and development, making it an excellent place for Personal Tax Semi Seniors looking to advance their careers in a dynamic environment.
Pro-Tax

Contact Detail:

Pro-Tax Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Semi Senior

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience and how it relates to the role. Highlight your personal tax knowledge and any advisory work you've done to show you're the perfect fit for the Personal Tax Semi Senior position.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are excited about joining our collaborative team.

We think you need these skills to ace Private Client Tax Semi Senior

Personal Tax Knowledge
Compliance Background
Tax Planning
Advisory Skills
Client Relationship Management
Deadline Management
Workflow Organisation
Communication Skills
Coaching and Mentoring
ATT Qualification
CTA Progression
Experience with High-Net-Worth Individuals (HNWIs)
Experience with Sole Traders and Partnerships

Some tips for your application 🫡

Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of humour or a personal touch can make your application stand out.

Tailor Your Application: Make sure to tailor your application to the role of Personal Tax Semi Senior. Highlight your relevant experience with personal tax, advisory work, and client relationships. We love seeing how your background fits with what we do!

Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your skills and experiences. Avoid jargon and make it easy for us to see why you’re a great fit.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Pro-Tax

✨Know Your Tax Stuff

Brush up on your personal tax knowledge, especially around high-net-worth individuals and tax planning. Be ready to discuss specific cases or scenarios where you've identified tax planning opportunities or handled complex advisory matters.

✨Show Your People Skills

This role is all about building relationships, so be prepared to talk about how you've successfully liaised with clients and HMRC in the past. Share examples of how you’ve managed client communications and deadlines effectively.

✨Demonstrate Your Growth Mindset

The firm values professional development, so highlight your desire to learn and grow. Discuss any relevant qualifications like ATT or CTA, and express your interest in coaching junior colleagues or taking on more responsibility.

✨Be Yourself

The team is looking for a down-to-earth fit, so don’t be afraid to show your personality. Share why you’re excited about this opportunity and how it aligns with your career goals. Authenticity goes a long way!

Private Client Tax Semi Senior
Pro-Tax

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